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What is a Manager Account?
Manager Accounts provides advertisers with a way of grouping accounts within Perpetua. These groups can represent an organisation's entire portfolio of accounts, a specific manager's set of accounts, seller/vendor accounts or any other desired grouping method. A manager account allows users to easily view and manage multiple Perpetua accounts from a single location.
Manager Accounts have two main functionalities - User Permissions and Multi-Account Executive Dashboard.
Why Do You Need a Manager Account?
🌟 View both consolidated data and individual account performance on a singular dashboard.
Easily analyse strategic metrics to make informed decisions and examine areas of potential opportunity for a number of accounts.
Efficiently export/share executive summary reports to external stakeholders
🌟 Efficiently perform tedious admin tasks if there are personnel changes within your organisation.
Bulk add/delete a user to a group of accounts
Bulk add/delete accounts to a group of accounts
🌟 Users can categorise a large number of accounts into smaller, manageable groups.
Eliminates information overload and empowers brand managers/users to access the data that is the most relevant to them.
There is full control, grouping can be done in any way that is relevant to your organisation.
Manager Accounts - Multi-account Executive Dashboard
The Multi-account Executive Dashboard allows advertisers to view aggregated or broken-down performance across all accounts within their manager account. This includes the ability to analyze multi-marketplace, regional performance, ad unit performance and a full funnel breakdown. Please click here to find out how the executive dashboard works.
In order for a Perpetua user to access the multi-account dashboard view, a manager account must be created for that group of accounts. This functionality can only be done by the owner of that group of accounts.
However, once any user is added to the manager account (administrator or not), they have access to view and manipulate the executive dashboard.
How To Set Up a Manager Account
To set up a manager account, it's important to first identify whether you are the owner of the accounts you wish to include. Only the owner of an account has the authority to create and link it to a manager account. This means that if you plan to set up a manager account to oversee Brand A, Brand B, and Brand C, you must be the verified owner of each of those individual accounts. Without ownership, you will not have the necessary permissions to complete the setup.
To create a Manager Account:
1️⃣ Click on the arrow beside the name of your Perpetua account (1) and select the "New Manager Account" button:
💡 Once you create a Manager Account, you become the Administrator of that Manager Account.
2️⃣ Give it a name (max 60 characters) and click on the "Create New Account" button:
3️⃣ By default, you will be routed to the "Accounts" tab (1).
If you haven't added any accounts yet, you can do that by clicking on the "Get Started" purple button (2) or on the "Add Account" option (3).
Remember, you must be an owner for all accounts which you would like to add to the manager account. If the account is greyed out (see image below for an example), that means you are not an owner and thus are not allowed to add that account. Contact our Live Chat support team to get assistance with that.
4️⃣ Add teammates to your manager account.
Access the "Team Management" tab (1) and click on the "Invite Teammates" option (2):
a.
b.
You must be the administrator of this manager account to add teammates to your manager account. A manager user does not have the capability to add users to.a manager account.
Similarly, only administrators can remove teammates, and once they are removed, they will lose access to all accounts within that manager account, unless they are re-added by the administrator
Every user added to this manager account will also have access to all accounts added to this manager account in the future.
Access the Manager Account Settings
1️⃣ Enter the name of your Manager Account in the "Manager Accounts' search field (1) and click on the ⚙️ icon to access the settings (2).
2️⃣ By default, you will be routed to the "Accounts" tab. From the account settings, you can group/add the accounts under your Manager account and add teammates to it, too.
How To Delete a Manager Account
As of right now, you cannot delete a manager account within Perpetua. Please reach to our Live Chat support team, or your Data Strategist.
Other Related Articles
Explore additional resources in our Help Centre that may assist you with other Manager Account-related questions.
Please don't hesitate to reach out to your Data Strategist or our Live Chat Support Team if you have any further questions.
Article last updated April 2025. If you find this information to be out of date, please contact hello@perpetua.io.